all data is preferring a higher than expected inflation
nothing to add - only chart - not fundamental news
Hi, let's see what will happen next 9 months - i'm curious, could be a hard time for longer term inverstors again! # La nina is coming back? # the climatic change # money printing # undervalued commodity? # best coffee crop ever 2020/21 is sold out now # inventories declining? # pandemic # consumption in the coming months # supersolarcycle # frost and...
EUR/USD eurozone is on a better path?
fundamental side - Brazil is switching production from ethanol to sugar, because of low oil prices - India and other countries in Asia have a lower sugar production because of bad weather conditions
read this: fortune.com www.iandmsmith.com www.cpc.ncep.noaa.gov if a strong 'la nina' weather event will happen coffee can maybe cross some resistances at 170 and ~200. The prediction is likely that this weather phenomenon will happen! Together with the weak coming crop cycle 2021 we will see a under-supply for the coming years - even if at the moment we have an...
BRLUSD + most indis + undervalued price + all time record production in brazil - demand in arabica +/-
I wrote this some days ago: In my opinion we will see a longer down cycle. the economy was infected with a virus long before the covid 19. Now we see the beginning results. It's like the virus is now going around in the economy. normally we had 4 to 6 years going up, thereafter we had a correction and the ill/incompetent companies became bankrupt. now, since 11...
Even if its a fundamentally strong Company i'm pretty bearish on this stock. Updates will follow...
fundamentals are important - Brazil gained +4% in new coffee producing land last year - they have 40% of global output => +1,6% world coffee production only from Brazil and good weather conditions (until now). their currency is to watch too! As long as Bolsonaro is president its really difficult, because they can easily convert rain forest to agricultural lands,...